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法國(guó)為什么輸給了德國(guó)

法國(guó)為什么輸給了德國(guó)

Shawn Tully 2013-11-14
諾貝爾經(jīng)濟(jì)學(xué)獎(jiǎng)得主保羅?克魯格曼在《紐約時(shí)報(bào)》發(fā)表專欄文章稱,法國(guó)選擇了一條勇敢的道路來(lái)實(shí)現(xiàn)繁榮,。但事實(shí)上,,拖累法國(guó)經(jīng)濟(jì)的正是他所贊美的這些政策,比如增加稅收而不是削減開(kāi)支等,。正是2005年以后的決策失誤,,導(dǎo)致法國(guó)被德國(guó)超越。

????20世紀(jì)80年代,我曾以《財(cái)富》法國(guó)分社社長(zhǎng)(Fortune)的身份在巴黎生活了八年,。在這期間,,我曾報(bào)道過(guò)一位著名的首席執(zhí)行官(在法國(guó)叫PDG),后者以譏諷本國(guó)的商業(yè)哲學(xué)為樂(lè),。這位通曉法國(guó)工業(yè)史的高管曾詼諧地說(shuō):“英國(guó)人完成了工業(yè)革命,。法國(guó)人卻只會(huì)說(shuō),他們完成的是口頭革命,?!?/p>

????現(xiàn)在,許多人都在議論法國(guó),。但有些人的話與實(shí)際情況不符,。法國(guó)的現(xiàn)狀,,從極高的失業(yè)率到普遍存在的低迷,正是經(jīng)濟(jì)陷入困境的真實(shí)寫照,。然而,,有些專家卻想讓人們相信,法國(guó)的情況還不錯(cuò),,而且會(huì)變得更好,。

????具體來(lái)說(shuō),我指的就是《紐約時(shí)報(bào)》(New York Times)專欄作家,、諾貝爾經(jīng)濟(jì)學(xué)獎(jiǎng)獲得者保羅?克魯格曼??唆敻衤淌谡J(rèn)為,,法國(guó)目前的發(fā)展道路既有勇氣又有見(jiàn)識(shí),堪稱競(jìng)爭(zhēng)對(duì)手的楷模,。對(duì)此我們應(yīng)該問(wèn)一問(wèn),,法國(guó)年輕人中那25%的失業(yè)者是否贊同他的觀點(diǎn)。

????克魯格曼教授在周一的《紐約時(shí)報(bào)》專欄文章中闡述了上述觀點(diǎn),,文章的題目叫《針對(duì)法國(guó)的陰謀》(The Plot Against France),。它讓我特別感興趣的原因是,克魯格曼教授對(duì)我在1月份發(fā)表的文章提出了批評(píng),,那篇文章的題目是《無(wú)人提及的歐元危機(jī):自由落體的法國(guó)》(The euro crisis no one is talking about: France is in free fall),。他說(shuō)這是“無(wú)休止唱衰法國(guó)”的行徑之一。

????克魯格曼教授認(rèn)為,,批評(píng)者為法國(guó)提出的緊縮方案并不明智——這類方案主要涉及削減開(kāi)支,,放松管制。他指出,,這樣的措施已經(jīng)在其他國(guó)家慘淡收?qǐng)?。克魯格曼教授認(rèn)為,,法國(guó)現(xiàn)在的做法完全正確,,比如保持高水平的政府開(kāi)支,無(wú)視赤字,,選擇增加稅收而不是削減開(kāi)支,。他的結(jié)論是, 外界批評(píng)法國(guó)的原因是,,“它對(duì)財(cái)政負(fù)責(zé),,而這是不可饒恕的罪行”,而且法國(guó)的“情況和大多數(shù)鄰國(guó)相同,,甚至更好”,。

????我在自己的那篇文章中強(qiáng)調(diào),,近幾年法國(guó)的競(jìng)爭(zhēng)力急劇減弱,出口因此大幅下降,,這讓法國(guó)在這些年一直處于低增長(zhǎng)態(tài),。和克魯格曼教授的觀點(diǎn)相反,我認(rèn)為衡量法國(guó)經(jīng)濟(jì)走勢(shì)的基準(zhǔn)不應(yīng)該是希臘,、葡萄牙和西班牙,,而應(yīng)該是德國(guó)、美國(guó)和一些亞洲國(guó)家,。它們既是法國(guó)的最大消費(fèi)者,,也是它在全球貿(mào)易市場(chǎng)上的對(duì)手。德國(guó)是法國(guó)的最大貿(mào)易伙伴國(guó),,把法國(guó)過(guò)去幾年的表現(xiàn)和它對(duì)比能讓人深受啟發(fā),。

????While living in Paris as Fortune's bureau chief for eight years in the 1980s, I wrote a piece on a prominent CEO (or PDG en Francais) who liked to skewer his nation's philosophy of business. "The British had the industrial revolution," quipped this connoisseur of industrial history. "The French just talked. They had the verbal revolution."

????Today a lot of outsiders are talking about France. But some of the rhetoric doesn't adhere to the facts. Everything about France now, from the huge jobless rate to the widespread malaise, defines an economy in crisis. However, certain pundits would have you believe that things are just fine and poised to get better.

????Specifically, I'm referring to New York Times columnist and Nobel Prize winner Paul Krugman. It's worth asking if the 25% of young people who can't find jobs in France would agree with Professor Krugman's view that France is following a courageous, enlightened course that should be a model for competing nations.

????He presented his views on Monday in a Times column headlined "The Plot Against France." I took a special interest in the piece because Krugman criticized a story I wrote here in January, titled "The euro crisis no one is talking about: France is in free fall." He lumped it in as part of a campaign of "incessant negative propaganda."

????Krugman brands France's critics as folks who are unwisely promoting an agenda of austerity -- chiefly spending cuts and deregulation -- that, he argues, has miserably failed in other countries. For Krugman, France is doing just the right thing by keeping government spending at high levels, ignoring deficits, and favoring tax increases over reductions in spending. He concludes that France is being vilified for "the unforgivable sin of being fiscally responsible" and is "performing as well or better than most of its neighbors."

????My story emphasized France's dramatic loss of competitiveness over the past several years, causing a severe drop in its exports and, as a consequence, years of sluggish growth. Contrary to Krugman's argument, the benchmark for France's performance shouldn't be Greece, Portugal, and Spain, but Germany, the U.S., and the Asian nations that are both its biggest customers and rivals in world trade. It's highly instructive to compare France's performance over the past several years with that of its biggest trading partner, Germany.

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